TOKYO -- Investors worldwide are becoming more selective because of U.S. President Donald Trump's tariff policies, with those stocks considered to be "tariff-free" gaining big.
AI and software companies outperform, while energy giants take hit

The market cap of AI systems developer Palantir Technologies grew 43% in a month, with Nintendo's market cap increasing 19%. (Source photos by Reuters and Nikkei)
TOKYO -- Investors worldwide are becoming more selective because of U.S. President Donald Trump's tariff policies, with those stocks considered to be "tariff-free" gaining big.